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Coverage spans equities, macroeconomic data, commodities, currencies, technology, politics, and global events—paired with analysis that highlights why each development matters for traders and investors. From breaking headlines to hourly market snapshots and in-depth articles, the News Hub is designed to help you stay informed, oriented, and ahead of market-moving events.
State media in Iran confirmed that Supreme Leader Ayatollah Ali Khamenei was killed in strikes attributed to the United States and Israel as a new round of attacks struck the country on Sunday. Reactions from international figures and bodies ranged from sharp condemnation to sober warnings about the potential for increased violence in the region.
Iran has been sharply divided following the reported death of Supreme Leader Ayatollah Ali Khamenei. State media said he was killed in a U.S.-Israeli attack, prompting scenes of grief at large public funerary gatherings and, elsewhere, jubilant celebrations and the toppling of monuments. The reaction reveals deep fault lines in Iranian society afte…
Britain's Defence Secretary John Healey declined to explicitly endorse strikes by the United States and Israel that Iran says killed its Supreme Leader, saying the United States should set out the legal rationale for the action. Healey said the UK had no role in the strikes but supported the objective that Iran should not acquire a nuclear weapon. …
A Morgan Stanley report and industry developments show the neat split between U.S. software leadership and Chinese hardware production in humanoid robots is breaking down. China shipped more than 12,000 humanoids in 2025 and projects are pointing toward 28,000 units in 2026. Key Chinese suppliers provide high-precision actuator assemblies, promptin…
Global markets opened under pressure after Operation Shield of Judah - a pre-emptive strike on Iran by the United States and Israel - triggered immediate Iranian missile strikes across the region. While some analysts view the market effects as likely short-lived, Barclays advises investors not to buy an immediate dip and to consider purchases only …
Analysts say the U.S. dollar is poised to receive near-term support following a new and broader round of U.S. and Israeli strikes against Iran. Higher energy prices and elevated risk aversion are cited as immediate drivers, though experts caution that the persistence of dollar strength will hinge on wider macroeconomic conditions and evolving inves…
Campbell's is trading near its 52-week low with a 5.8% yield, a sub-14 P/E, and free cash flow of $687M. Balance-sheet leverage and margin pressure warrant caution, but a low multiple, steady cash generation, and an upcoming dividend window create a favorable risk-reward for a position trade into $33 with a tight stop at $25.
Recent U.S. and Israeli strikes on Iran have escalated tensions across the Middle East, producing signs of disruption to tanker movements through the Strait of Hormuz. Strategists warn that further escalation - particularly actions by the Islamic Revolutionary Guard Corps - could materially lift oil prices and limit the effectiveness of global spar…
OPEC+ is set to discuss a larger-than-anticipated oil production increase at a Sunday meeting after shipping through the Strait of Hormuz stopped following warnings from Iran. Market participants say only Saudi Arabia and the UAE have meaningful spare capacity, limiting how much the group can offset the disruption, while oil prices have jumped to $…
This week saw sizable analyst repositioning across the AI landscape. Wells Fargo raised Alphabet to Overweight, citing a widening compute advantage and stronger-than-expected Google Cloud forecasts. Jefferies applied a new AI risk framework and cut four U.S. applications software names to Hold while identifying a narrower set of preferred software …
Kevin Warsh’s nomination to lead the Federal Reserve signals a potential retreat from the era of granular forward guidance. Warsh advocates reducing the Fed’s reliance on precise interest-rate projections and frequent data-triggered commentary, favoring broader indications of policy intent and a narrative that emphasizes a productivity-driven expan…
Wall Street analysts issued a string of upgrades this week across technology and financial stocks. Nvidia drew bullish attention on a projected rebound in inventory and explosive compute capex; Qualcomm’s outlook improved on an expected shift in customer and end-market mix; UBS moved IBM to Neutral citing valuation and structural moats; Truist upgr…
Following reports that U.S. and Israeli strikes killed Supreme Leader Ayatollah Ali Khamenei, pro-Iranian demonstrators in Pakistan and Iraq staged large protests outside U.S. diplomatic missions. In Karachi, crowds breached the outer wall of the U.S. consulate before being repelled by security forces using tear gas; footage from the scene showed b…
Following an air strike that killed Supreme Leader Ayatollah Ali Khamenei and Iran’s Armed Forces Chief of Staff Abdolrahim Mousavi, veteran politician Ali Larijani has emerged as a key figure in Iran’s security architecture. Appointed last August as Secretary of the Supreme National Security Council (SNSC), Larijani has overseen a wide array of re…
Widespread airspace closures across the Gulf have left passengers, crews and aircraft stranded after a fresh round of U.S., Israeli and Iranian strikes. Major transfer hubs including Dubai, Abu Dhabi and Doha have been shut or heavily restricted, producing cascading schedule disruptions and forcing airlines worldwide to reroute or cancel services.
Workday has been pummeled by a sector-wide 'SaaSpocalypse' selloff and corporate-level headlines. The business still generates meaningful free cash flow ($2.585B) and serves sticky HR/finance workloads with high switching costs. At $133.76 today, the stock trades well below last year's highs and at a free-cash-flow multiple that feels compelling fo…
Loud blasts reverberated across Dubai and Doha on March 1 as Iran’s retaliatory strikes, which it said would target U.S. bases, widened to include a range of targets across Gulf cities. Interceptions of missiles and drones produced falling debris that injured two people in Dubai and caused damage to major infrastructure and landmarks, while Qatar r…
In a Truth Social post, U.S. President Donald Trump cautioned Iran against further retaliatory strikes on the United States and regional allies following a series of attacks attributed to Tehran. The exchanges have closed major Gulf airports, prompted suspension of airline and shipping services, and drawn warnings from analysts about significant di…
The escalation of conflict in Iran has effectively closed the Strait of Hormuz to liquefied natural gas shipments, halting at least 11 major LNG tankers and trapping roughly 20% of the global LNG supply. Asian importers are scrambling for alternative cargoes while producers face the prospect of curtailing output if exports cannot resume, creating u…
Explosions and gunfire broke out across Kabul as Afghan authorities reported air defence strikes against Pakistani aircraft over the capital. The violence follows a week of Pakistani strikes inside Afghanistan, accusations over militant safe havens, and growing diplomatic efforts to de-escalate a confrontation that has intensified along the 2,600-k…
A recently published book by two veteran Vatican correspondents recounts a startling security lapse during the closed conclave of May 7-8 that elected Pope Leo. As cardinals gathered to cast their first ballots in the Sistine Chapel, which had been fitted with equipment intended to block outside communications, security personnel detected an active…
A suspected aerial strike attributed to Iran hit Dubai International Airport on Sunday, prompting a large-scale shutdown that canceled more than 2,300 flights in 24 hours and grounded the region’s major carriers. The stoppage, which saw over 90% of departures from Dubai canceled and more than 850 domestic flights in India called off, is reverberati…
Phillips 66 (PSX) looks like a tactically attractive long after recent earnings strength, strategic asset additions, and a macro backdrop that should support refining margins. We lay out a mid-term (45 trading days) trade plan with entry, stop, and target, and explain the fundamental and technical cues backing the idea along with clear risks and a …
A private index showed China's new-home prices across 100 cities fell 0.04% month-on-month in February, reversing a January rise and marking the steepest contraction since December 2022. The result highlights ongoing weakness in the property sector and the limits of recent policy steps to revive demand.
Japan's largest maritime carriers have suspended transits through the Persian Gulf and placed vessels on standby after a rapid military escalation linked to the death of Iran’s Supreme Leader. With U.S. forces urging commercial traffic to keep a 30-nautical-mile buffer and Iranian state media calling the Strait of Hormuz 'practically closed,' disru…
